Anic Equity¶
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Total return since start: 0.622 %¶
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Equity now: -----------------------------> 49557.03 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45495.82 Kr¶
PnL: ---------------------------------------> 439.82 Kr¶
DD now: ---------------------------------> -6.708 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 14:40:24.153353'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.680000 | 1672.200000 | 203.200000 | 13.830000 | 1468.999998 |
| Sedana Medical | 93 | 4.420000 | 2682.120000 | 161.120000 | 6.390000 | 2521.000011 |
| Orrön Energy | 180 | 5.250000 | 2164.500000 | 121.500000 | 5.950000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.150000 | 992.000000 | 57.000000 | 6.100000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| JM | 6 | 3.690000 | 910.200000 | 46.200000 | 5.350000 | 864.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 3.120000 | 998.400000 | 31.400000 | 3.250000 | 966.999996 |
| BioGaia B | 8 | 1.710000 | 950.400000 | 20.400000 | 2.190000 | 930.000000 |
| Bilia A | 8 | 1.960000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| Gränges | 9 | 1.550000 | 942.300000 | 14.300000 | 1.540000 | 927.999999 |
| Biotage | 7 | 0.970000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| OX2 | 13 | 1.590000 | 955.500000 | 5.500000 | 0.580000 | 949.999999 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| EQT | 4 | 0.680000 | 833.600000 | 1.600000 | 0.190000 | 832.000000 |
| AcadeMedia | 8 | 0.300000 | 402.000000 | 0.000000 | 0.000000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.080000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| Byggmax Group | 33 | -0.350000 | 949.740000 | -6.260000 | -0.650000 | 956.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.890000 | 952.000000 | -15.000000 | -1.550000 | 966.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| VEF | 909 | 0.600000 | 1828.910000 | -21.090000 | -1.140000 | 1850.000436 |
| SKF B | 5 | -1.580000 | 917.250000 | -22.750000 | -2.420000 | 940.000000 |
| Hexagon B | 26 | 1.190000 | 3430.700000 | -30.300000 | -0.880000 | 3461.000010 |
| Indutrade | 5 | 2.240000 | 1187.000000 | -31.000000 | -2.550000 | 1218.000000 |
| Latour B | 4 | 0.050000 | 818.400000 | -38.600000 | -4.500000 | 857.000000 |
| Vitec Software Group B | 2 | 0.480000 | 1047.000000 | -40.000000 | -3.680000 | 1087.000000 |
| Addnode Group B | 11 | -2.680000 | 877.250000 | -43.750000 | -4.750000 | 921.000003 |
| Bufab | 3 | -0.460000 | 1048.200000 | -60.800000 | -5.480000 | 1109.000001 |
| BHG Group | 97 | 2.720000 | 1391.950000 | -67.050000 | -4.600000 | 1458.999989 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| TOTAL | 45495.820000 | 439.820000 | -6.70801% | 45056.000411 |
Updated:¶
'2023-07-04 14:40:40.988204'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
